Family Securities Accounts | Investment | BOC (HK) Limited

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Family Securities Account
Plan ahead for Family’s Financial Management

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Product Features

Enables you to plan your family's financial management while
Achieving different goals for your every beloved family member

Plan ahead for family's financial management

Use the names of family members to identify Family Securities Account, allocate assets to yourself and family members’ accounts to facilitate different financial goals.

Manage various family members’ securities accounts with ease

You may review the stock holdings and investment status of each Family Securities Account via a consolidated statement and manage all accounts easily.

Preferential fee to save you more

There is no charge for opening Family Securities Account, and the custodian fee of Family Securities Account can be waived.

Investing in the palm of your hand

You may trade stocks via Family Securities Account, conduct odd lot trading via NotALot, set up Monthly Stocks Savings Plan and use nominee services.

Multiple trading channels

You may invest anytime, anywhere with your Family Securities Account via Mobile Banking, Internet Banking, Automated Stock Trading Hotline, Manned Investment Trading Hotline and our branches.

Account Opening Tutorial

Open Family Securities Account

1Login Internet Banking, click “Investment” > “HK Securities” or “A Shares Securities” > “Open/Register Account” > “Open Family Securities Accounts Now”, add or confirm your Tax Residency Status
Please open Securities Account (click here for details)

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Personal Customer Service Hotline +852 3988 2388
Monday to Friday 9:00 am to 9:00 pm, Saturday 9:00 am to 6:00 pm, closed on Sunday and public holidays

Related Services

Stock Quote

Monthly Stocks Savings Plan

Family Securities Account (this “Account”) is only applicable to the personal banking securities customers (including sole-name and joint-name securities accounts) who maintain the securities accounts (“Master Securities Accounts”) with Bank of China (Hong Kong) Limited (”BOCHK”). This service is not available for the private banking customers of BOCHK.
Customer can open up to 4 additional securities accounts (Family Securities Accounts) in addition to the Master Securities Account and Securities Margin Account. Customers are required to provide the information of the family members under separate Family Securities Accounts from time to time as requested by BOCHK. The names of the family members will be displayed in the monthly statement and notification letter for identifying relevant investment objectives and needs. BOCHK will not or has no responsibility to verify the information of family members provided.
Family Securities Accounts are not trust accounts. Any registered information of the family members only serve for identification of the relevant investment objectives and needs. Any person (including but not limited to whose particulars have been registered under the Family Securities Accounts) does not acquire any interests or rights of the relevant Family Securities Accounts or authorization to operate the relevant Family Securities Accounts. BOCHK will not disclose any related account information to any registered family members. Customers should be and will be treated as, for all intents and purposes the holder and beneficiary of the Family Securities Accounts.
Each Family Securities Account should be operated independently and shall be subject to terms and conditions of the securities account. Any one of the Saving or Current account(s)under the name of Master Securities Account holder shall be used as the settlement account of Family Securities Accounts, and BOCHK will calculate the securities transaction charges (including but not limited to services fee, brokerage fee and taxes) based on the existing fees and charges listed in the fees schedule of BOCHK for each Family Securities Account. All securities transaction related to financing service (including but not limited to securities margin services, IPO financing and Secured Overdraft Facility) are not applicable to any Family Securities Accounts. The restriction on Family Securities Accounts will not be added to or affect any operation of the Master Securities Account.
Customers can only use the Master Securities Account or any one of the Family Securities Accounts to subscribe for IPO shares. In addition, customers can only use the Master Securities Accounts to apply for IPO financing service.
Customers should still maintain the Master Securities Account (under the same name during the entire period of this Services. In the event of the cancellation or termination of the Master Securities Account for any reasons, BOCHK will have the right to cancel or terminate the Family Securities Accounts at any time without prior notice.
BOCHK reserves the rights to amend, suspend or terminate this Services and to amend the relevant terms and conditions at any time at its sole discretion without prior notice.
In case of any dispute(s), the decision of BOCHK shall be final.
In case of any discrepancy(ies) between the Chinese and English versions of these terms and conditions, the Chinese version shall prevail.

Family Securities Account (this “Account”) is only applicable to the personal banking securities customers (including sole-name and joint-name securities accounts) who maintain the securities accounts (“Master Securities Accounts”) with Bank of China (Hong Kong) Limited (”BOCHK”). This service is not available for the private banking customers of BOCHK.
Customer can open up to 4 additional securities accounts (Family Securities Accounts) in addition to the Master Securities Account and Securities Margin Account. Customers are required to provide the information of the family members under separate Family Securities Accounts from time to time as requested by BOCHK. The names of the family members will be displayed in the monthly statement and notification letter for identifying relevant investment objectives and needs. BOCHK will not or has no responsibility to verify the information of family members provided.
Family Securities Accounts are not trust accounts. Any registered information of the family members only serve for identification of the relevant investment objectives and needs. Any person (including but not limited to whose particulars have been registered under the Family Securities Accounts) does not acquire any interests or rights of the relevant Family Securities Accounts or authorization to operate the relevant Family Securities Accounts. BOCHK will not disclose any related account information to any registered family members. Customers should be and will be treated as, for all intents and purposes the holder and beneficiary of the Family Securities Accounts.
Each Family Securities Account should be operated independently and shall be subject to terms and conditions of the securities account. Any one of the Saving or Current account(s)under the name of Master Securities Account holder shall be used as the settlement account of Family Securities Accounts, and BOCHK will calculate the securities transaction charges (including but not limited to services fee, brokerage fee and taxes) based on the existing fees and charges listed in the fees schedule of BOCHK for each Family Securities Account. All securities transaction related to financing service (including but not limited to securities margin services, IPO financing and Secured Overdraft Facility) are not applicable to any Family Securities Accounts. The restriction on Family Securities Accounts will not be added to or affect any operation of the Master Securities Account.
Customers can only use the Master Securities Account or any one of the Family Securities Accounts to subscribe for IPO shares. In addition, customers can only use the Master Securities Accounts to apply for IPO financing service.
Customers should still maintain the Master Securities Account (under the same name during the entire period of this Services. In the event of the cancellation or termination of the Master Securities Account for any reasons, BOCHK will have the right to cancel or terminate the Family Securities Accounts at any time without prior notice.
BOCHK reserves the rights to amend, suspend or terminate this Services and to amend the relevant terms and conditions at any time at its sole discretion without prior notice.
In case of any dispute(s), the decision of BOCHK shall be final.
In case of any discrepancy(ies) between the Chinese and English versions of these terms and conditions, the Chinese version shall prevail.

Risk Disclosure:

The following risk disclosure statements cannot disclose all the risks involved and does not take into account any personal circumstances unknown to BOCHK. You should undertake your own independent review and seek independent professional advice before you trade or invest especially if you are uncertain of or have not understood any aspect of the following risk disclosure statements or the nature and risks involved in trading or investment. You should carefully consider whether trading or investment is suitable in light of your own risk tolerance, financial situation, investment experience, investment objectives, investment horizon and investment knowledge.

Risk Disclosure of Securities Trading
Risk of Securities Trading
Monthly Stocks Savings Plan is not equivalent to, nor should it be treated as a substitute for, time deposit. The prices of securities fluctuate, sometimes dramatically. The price of a security may move up or down, and may become valueless. It is as likely that losses will be incurred rather than profit made as a result of buying and selling securities.

You are reminded to understand the relevant details, risks, charges and important notes before investing in Shanghai A shares or Shenzhen A shares. For details, please read the “Important Notice of Trading China A Shares and A Shares Margin Trading via Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect” in BOCHK’s website or the branch staff of BOCHK.

RMB Conversion Limitation Risk
RMB investments are subject to exchange rate fluctuations which may provide both opportunities and risks. The fluctuation in the exchange rate of RMB may result in losses in the event that the customer converts RMB into HKD or other foreign currencies. RMB is currently not fully freely convertible. Individual customers can be offered CNH rate to conduct conversion of RMB through bank accounts and may occasionally not be able to do so fully or immediately, for which it is subject to the RMB position of BOCHKs and their commercial decisions at that moment. Customers should consider and understand the possible impact on their liquidity of RMB funds in advance.

This promotion material does not constitute any offer, solicitation, recommendation, comment or guarantee to the purchase, subscription or sale of any investment product or service and it should not be considered as investment advice.

This promotion material is issued by BOCHK and the contents have not been reviewed by the Securities and Futures Commission of Hong Kong.

This page is issued by Bank of China (Hong Kong) Limited. Its contents have not been reviewed by any regulatory authority in Hong Kong.